OBA Taxation Law PROGRAM | Original Program Date: October 27, 2023

Trusts and estates tax issues are complex. Join our expert panel as they provide an overview of some of the key rules surrounding the taxation of trusts and estates, including:

• Introduction to trusts
  • Structuring trusts
  • ss. 75(2)
• 21-year rules (planning and issues)
  • Tax considerations
  • The design of the trust
  • What works and/or what doesn’t work
• Cross-border issues
  • Inbound
  • Outbound

Don’t miss this opportunity to solidify your knowledge on these key issues

PROGRAM CHAIR

Mary El’Bably, PwC Law LLP

PROGRAM SPEAKERS

Bhuvana Rai, Mors & Tribute Tax Law
David Stevens, Gowling WLG (Canada) LLP
Matthew Getzler, Torkin Manes LLP